DSP Healthcare Fund(G)-Direct Plan

View the regular plan of this scheme

Rs 43.833   0.112(0.256 %) NAV as on 09 Sep 2024
Prime Rating: Unrated
Prime Recommendation: Upgrade to see

Fund type:
Equity
AUM (in crores):
₹ 2,934.17
Fund category:
Sector Funds
Fund manager(s):
Chirag Dagli
Benchmark:
BSE Health Care - TRI
Minimum investment:
₹ 100
Launch date:
30 Nov 2018
Min. additional investment:
₹ 100
Expense ratio:
0.58 %
Exit load:
0.50% on or before 1M, Nil after 1M

Scheme Objective: The primary investment objective of the scheme is to seek to generate consistent returns bypredominantly investing in equity and equity related securities of pharmaceutical and healthcarecompanies.


Performance (As on 09 Sep 2024)

6 month returns 1 year returns3 year returns5 year returns Returns since inception
Scheme23.39 % 56.09 % 20.80 %33.79 % 29.13 %
NIFTY 50015.70 % 34.92 % 16.77 %21.35 % N/A

Portfolio

Top 10 stock holdings
Allocation (%)
Sun Pharmaceutical Industries Limited
11.64%
Suven Pharmaceuticals Limited
10.08%
Lupin Limited
8.34%
Cipla Limited
7.82%
IPCA Laboratories Limited
7.57%
Alembic Pharmaceuticals Limited
5.14%
Globus Medical Inc
5.09%
Apollo Hospitals Enterprise Limited
4.4%
Concord Biotech Limited
3.55%
Vijaya Diagnostic Centre Limited
3.17%

About this category

Sector funds focus their entire portfolio on one particular sector such as banking, infrastructure, or pharmaceuticals. These funds can have very high concentration in their top few stocks. A sector fund can deliver outsized returns compared to the market when the sector is in market favour during a rising market. These funds can be prolonged underperformers if markets donu2019t pick up the theme or if the sector is going through a bad patch. These funds require well-timed entry at the low point and an exit at the high point in order to see returns.

Suitability

Sector funds suit investors with very high risk appetites, and who have the knowledge and ability to track sector performance.

Taxation
Login to your account
OR

Become a PrimeInvestor!

Get stock & mutual fund recommendations

or
Have an account?
Login To Your Account
OR
Don’t have an account ? Register for free